Rep. April McClain Delaney Unloads Shares of Transdigm Group Incorporated (NYSE:TDG)
by Mitch Edgeman · The Markets DailyRepresentative April McClain Delaney (Democratic-Maryland) recently sold shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on September 09th, the Representative disclosed that they had sold between $100,001 and $250,000 in Transdigm Group stock on August 25th.
Representative April McClain Delaney also recently made the following trade(s):
- Sold $100,001 – $250,000 in shares of Wabtec (NYSE:WAB) on 8/25/2026.
- Sold $100,001 – $250,000 in shares of Viking (NYSE:VIK) on 8/25/2026.
- Sold $100,001 – $250,000 in shares of Trimble (NASDAQ:TRMB) on 8/25/2026.
- Sold $15,001 – $50,000 in shares of Tractor Supply (NASDAQ:TSCO) on 8/25/2026.
- Sold $15,001 – $50,000 in shares of Middleby (NASDAQ:MIDD) on 8/25/2026.
- Sold $15,001 – $50,000 in shares of Teledyne Technologies (NYSE:TDY) on 8/25/2026.
- Sold $100,001 – $250,000 in shares of STERIS (NYSE:STE) on 8/25/2026.
- Sold $100,001 – $250,000 in shares of Somnigroup International (NYSE:SGI) on 8/25/2026.
- Sold $100,001 – $250,000 in shares of Signet Jewelers (NYSE:SIG) on 8/25/2026.
- Sold $100,001 – $250,000 in shares of Paychex (NASDAQ:PAYX) on 8/25/2026.
Transdigm Group Trading Up 1.0%
NYSE:TDG traded up $11.21 during trading hours on Friday, hitting $1,138.09. The stock had a trading volume of 375,323 shares, compared to its average volume of 392,974. The company has a market cap of $63.65 billion, a PE ratio of 34.53, a price-to-earnings-growth ratio of 1.87 and a beta of 0.91. The business has a 50 day simple moving average of $1,223.23 and a two-hundred day simple moving average of $1,231.51. Transdigm Group Incorporated has a 1-year low of $1,119.62 and a 1-year high of $1,463.03.
Transdigm Group (NYSE:TDG – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating analysts’ consensus estimates of $10.30 by $0.57. The company had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The firm’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same period in the prior year, the company posted $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Research analysts expect that Transdigm Group Incorporated will post 38.81 EPS for the current fiscal year.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of TDG. California State Teachers Retirement System increased its stake in Transdigm Group by 120,385.0% during the 2nd quarter. California State Teachers Retirement System now owns 112,352,246 shares of the aerospace company’s stock valued at $149,657,686,000 after buying an additional 112,258,996 shares during the period. Capital International Investors lifted its stake in shares of Transdigm Group by 0.9% in the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock worth $8,702,655,000 after acquiring an additional 55,230 shares during the period. BlackRock Inc. acquired a new stake in shares of Transdigm Group in the 2nd quarter worth approximately $6,489,039,000. Capital World Investors boosted its holdings in shares of Transdigm Group by 0.4% in the fourth quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after acquiring an additional 15,825 shares in the last quarter. Finally, Capital Research Global Investors increased its stake in shares of Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after acquiring an additional 268,824 shares during the period. 95.78% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In related news, Director W. Howley sold 10,132 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $1,216.08, for a total transaction of $12,321,322.56. Following the completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at $26,204,091.84. This trade represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total value of $4,831,164.00. Following the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,459,536. The trade was a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 38,196 shares of company stock valued at $48,027,598. 3.20% of the stock is currently owned by corporate insiders.
Analysts Set New Price Targets
Several analysts have issued reports on the company. Weiss Ratings restated a “hold (c)” rating on shares of Transdigm Group in a research note on Friday, August 28th. Wall Street Zen lowered Transdigm Group from a “buy” rating to a “hold” rating in a research report on Monday, July 20th. UBS Group lifted their price objective on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. BNP Paribas Exane lowered their target price on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a research note on Thursday, May 14th. Finally, Morgan Stanley cut shares of Transdigm Group from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $1,680.00 to $1,345.00 in a report on Wednesday, July 15th. Six research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $1,463.71.
Read Our Latest Stock Analysis on Transdigm Group
About Representative McClain Delaney
April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.
McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.
April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.
Transdigm Group Company Profile
TransDigm Group Incorporated (NYSE: TDG) designs, produces and supplies aircraft components, systems and related aftermarket services. The company focuses primarily on proprietary aerospace products, including mechanical and electromechanical actuators, ignition systems, pumps, valves, sensors, cockpit and data-acquisition systems, power-conditioning equipment, lighting, lavatory components, seat belts and cargo-loading systems.
TransDigm serves commercial and regional airlines, business and general aviation operators, aircraft manufacturers and military customers.